Why LinkedIn -> Trello?

When you're starting freelancing or any kind of business to business sales you need to get list of potential clients aka sales leads. The identification of the sales lead is referred to as lead generation. Easiest way to start lead generation is to collect companies from your personal network (ex-colleagues, friends etc. who trust you).

LinkedIn has become de facto for business networks. If you have a basic account it might be frustrating process to go through all the connections and check where people are currently working.

What we try achieve in this blog post is getting list of companies to your Trello board where it is easy to organize to different categories.

Getting unique companies using Google Spreadsheet

Once you have created empty Google Spreadsheet you can import data. Click menu item File -> Open or use shortcut Ctrl + o. Select Upload and drag and drop exported file.

You should now see columns like Title, First Name, Middle Name etc. If you scroll to the right there is a column Company.

Add new column on the right side by clicking small arrow on the Company column and selecting Insert 1 right. Click on the first cell of the new column and write =UNIQUE(AD:AD). In my case AD refers to the Company column, but you need verify what is it in your case.

Now we have list of unique companies. Copy all companies to the clipboard.

Creating Trello cards

This is the easy part. After you have created new Trello board, list (for the sales leads) and first card you need to paste company list to the card.

Trello cards created, what's next?

You can create your own system to categorize companies.

It can be formal such as: Leads, Contacted, Offer sent, Offer accepted ..

to informal: Leads, Nah.., if nothing else is available, Super-interesting

Let me know if you have problems or if you have had success managing your sales leads.

Hi there! I'm Tatu, an independent Web developer; I help clients on building successful SaaS products. If you're interested in freelancing, you should check my email list How to get started as a freelancer. In my email list, I share private learnings from my own journey, including information about pricing, finding clients, working with the clients, how to get started, etc.
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